To The Moon

$Alibaba(BABA)$ $BABA-W(09988)$ is showing some real strength after the breakout from its bullish pattern. Not yet overbought. Strong buying returned in the StockConnect for shares of Alibaba as mainland investors purchased a net US$137m worth today after the stock broke out convincingly overnight in the US. If you don’t own Chinese stocks, you’re not a serious investor.Diversification isn’t just about owning different sectors. It’s also about owning different countries. And you want to be exposed to countries that are growing the fastest, regardless of geopolitics. $KraneShares Bosera MSCI China A 50 Connect Index ETF(KBA)$

Horrible technicals for $Sea Ltd(SE)$ after November's break below the trendline, a death cross in December, and then rejected at the 147 resistance where the 200d MA can be found. Only a big move above 155 could start to turn things around. It's a great company but the messaging by its CEO is 💩. Hope they can do better in the next qtr results briefing. As I said last week：Almost textbook move in SE. As I mentioned previously, the move to the 147 neckline (resistance) is expected. And with the stock just below the 200d MA, this could be the end of its spirited rally for now unless something happens that allows it to rally and close above 160 in the coming days. For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up

1. $Sea Ltd(SE)$ Almost textbook move in SE. As I mentioned previously, the move to the 147 neckline (resistance) is expected. And with the stock just below the 200d MA, this could be the end of its spirited rally for now unless something happens that allows it to rally and close above 160 in the coming days. 2. $Alibaba(BABA)$ $BABA-W(09988)$ Despite the online platform regulatory news dousing sentiment, Alibaba $BABA still managed to see US$15.5m in net inflows today from mainland investors via the #StockConnect. Overall appetite for HK stocks remained buoyant with US$1.15B in net inflows today, the 2nd highest in the past 30 days. For SG users only, Welcome to

1. $BIDU-SW(09888)$ Baidu’s $BIDU massive 15% pop on the first day of 2026 could be the harbinger of great things to come. Investors are loving the move to list the company’s Kunlunxin AI chip arm in Hong Kong where it will likely get tremendous support and investor interest. ADR closed 1.7% higher than the HK shares. If we get a continuation of this on Monday in Asia, this technical breakout will solidify. Volume was insane today. 2. $BABA-W(09988)$ Alibaba $BABA just made its move. That’s the 3rd breakout from a bullish ▶️ formation in the past year. Past two breakouts preceded 70% gains on average. For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000

The Hang Seng Tech Index $HSI(HSI)$ jumped 23.5% in 2025. Yet it still trades at about 19X PE as reflected in $KraneShares Hang Seng TECH Index ETF(KTEC)$ That compares with 34X for the Nasdaq $Invesco QQQ(QQQ)$ . Even if the Hang Seng Tech Index manages to close 50% of that ridiculous valuation gap, it means a 40% upside.And with so much money pouring into Hong Kong from both the mainland (Stock Connect) and overseas looking to get in on the hottest IPOs, money will naturally find its way to where there is value to be found. NFA $KraneShares CSI China Internet ETF(KWEB)$ $Alibaba(BAB

To all those calling the end of China's NEV growth, take a good look at this chart.Less than 10% of the total number of cars on China's roads are classified as New Energy Vehicles (NEVs).If China were to announce a ban on new ICE vehicles from the market, NEV sales would nearly double overnight.And if it were to announce an outright ban on ICE vehicles in the country, well, you get the picture.Not saying they will do that. But if China wanted to boost economic growth, this would certainly be an option.Yes, China's NEV sales are slowing after years of torrid growth. But it's merely taking a breather. $BYD Co., Ltd.(BYDDF)$ $XPeng Inc.(XPEV)$ $Geely Automobile Holdin

Still one of the cheapest major global markets, China's total market capitalization relative to its GDP is just half that of India, and 1/3rd that of Japan.China achieved a stock market capitalization-to-GDP ratio of over 100% only once. If it were to do that again, it would mean adding US$5 trillion of wealth to its nation. $KraneShares Bosera MSCI China A 50 Connect Index ETF(KBA)$ $iShares MSCI China ETF(MCHI)$ $KraneShares SSE STAR Market 50 Index ETF(KSTR)$ $iShares China Large-Cap ETF(FXI)$ $iShares MSCI China A ETF(CNYA)$ For SG users only, Welcome to open a CBA today and e

The reason silver miners are no longer outperforming silver itself recently is because of the perception that the current spike will not last long enough for miners to take advantage since it takes years to ramp up production or build a new mine. We will need to see sustained higher silver prices before these miners see another re-rating upwards. If silver is able to maintain 70 in 1Q26, it will likely trigger another big rally in silver miners.Owning shares of silver ETFs like $Sprott Physical Silver Trust(PSLV)$ may seem like a lazy and conservative way to gain exposure to the metal. But it proves its worth at times when shares of silver miners and streamers seem to have hit a wall after rallying ahead of silver prices. Today is a perfect exampl

$Tesla Motors(TSLA)$ ’s annual free cash flow. This saw a big surge in TTM as of 3Q25 to $6.8B. But at 235X P/FCF, it needs to grow FCF by 50% per year for the next five years to be even close to reasonably valued (ie 30X P/FCF).A lot of this hinges on the execution of Elon’s Robotaxi vision. “We estimate the AI and autonomous opportunity is worth at least $1 trillion alone for Tesla,” said Wedbush analyst Dan Ives.While it’s not clear what “a $1 trillion opportunity” means exactly, Tesla cannot afford any mistakes in order to justify its current stratospheric valuations. For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG, HK, and US stocks, as well as ETFs.

China’s STAR (tech innovation) Board went from 25 to 592 listed companies in 7 years. It’s home to the vast majority of China’s most promising and innovative technology companies, including a handful of established giants.Yet, the entire board’s combined market cap is barely $1.5 trillion - equivalent to 1/3rd of $NVIDIA(NVDA)$ . Is this simply a harsh reality… or is it a golden opportunity? $KraneShares SSE STAR Market 50 Index ETF(KSTR)$ For SG users only, Welcome to open a CBA today and enjoy access to a trading limit of up to SGD 20,000 with unlimited trading on SG, HK, and US stocks, as well as ETFs.🎉Cash Boost Account Now Supports